+6,834.6%
KLAC vs ACWI
+330.0%
+6,504.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | 0.0% | +6.7% | +6.7% |
| 7D | -12.3% | -2.4% | -9.9% | -9.2% |
| 30D | -29.6% | -5.2% | -24.5% | -24.1% |
| 3M | -28.2% | -4.8% | -23.4% | -22.8% |
| 6M | -23.6% | -1.3% | -22.3% | -20.0% |
| YTD | +14.4% | +8.4% | +6.0% | +7.6% |
| 1Y | +15.4% | +11.0% | +4.4% | +5.6% |
| 3Y | +184.3% | +70.6% | +113.7% | +60.7% |
| 5Y | +248.9% | +55.3% | +193.6% | +131.0% |
| 10Y | +2,076.9% | +223.2% | +1,853.8% | +614.5% |
| All | +6,834.6% | +330.0% | +6,504.6% | +1,608.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ACWI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling